Brad Mcrae Ii
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Brad Mcrae Ii Email & Phone Number

Principal- Financial Planning Capabilities at Edward Jones
Location: St Louis, Missouri, United States 5 work roles 1 school
1 work email found @edwardjones.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@edwardjones.com
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Current company
Edward Jones
Role
Principal- Financial Planning Capabilities
Location
St Louis, Missouri, United States
Company size
44495 employees

Who is Brad Mcrae Ii? Overview

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Quick answer

Brad Mcrae Ii is listed as Principal- Financial Planning Capabilities at Edward Jones, a with 44495 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Brad Mcrae Ii.

Brad Mcrae Ii previously worked as General Partner- Discovery, Financial Planning Capabilities at Edward Jones and General Partner & Regional Leader at Edward Jones. Brad Mcrae Ii holds Bachelor Of Arts (Ba) In Business Administration, Marketing/Marketing Management, General from North Carolina Central University.

Company email context

Email format at Edward Jones

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*@edwardjones.com
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Profile bio

About Brad Mcrae Ii

► HOW I LEAD: I value and foster collaboration, continuous growth, and motivation among my teams with a balance of pushing and pulling. I press those with relative clarity about their objectives and strengths to be aspirational and stay engaged. For others who are often overlooked, I find opportunities to help them bolster their hidden talents and step into the spotlight. ►WHAT I'M KNOWN FOR: I've been described as an engaging and thoughtful active listener, servant leader, and strong public speaker. I enjoy reshaping and presenting complex topics and concepts in a way that any audience can understand and support. I'm commended for my humility and am frequently asked for guidance on improving team communications by C-level leaders to present to their teams on building innovation and courage into their leadership styles. ► MY IMPACT: I lead a matrixed team to create high-quality scalable systems and tools that enable our branches across all 50 states and Canada to provide human-led, digitally enabled client Discovery. Through various systems, tools, and training, we equip our advisors to offer superior experiences to Edward Jones's seven million clients.For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Estate Consideration And Legacy Strategies, Portfolio Review, Strategic Planning, Asset Allocation, and 9 others.

Current workplace

Brad Mcrae Ii's current company

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Edward Jones
Edward Jones
Principal- Financial Planning Capabilities
St. Louis, MO, US
Website
edwardjones.com
Employees
44495
AeroLeads page
Company profile
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5 roles

Brad Mcrae Ii work experience

A career timeline built from the work history available for this profile.

Principal- Financial Planning Capabilities

Edward Jones

St. Louis, Mo, Us

General Partner- Discovery, Financial Planning Capabilities

Current
Edward Jones

St Louis, Missouri, United States

I provide data-driven thought leadership, tools advocacy, training, and development resources to establish and champion a set of gold-standard Discovery protocols across our U.S. branch teams. My team is in charge of integrating systems and tools that improve the branch and client experience; we also track and measure the resulting business outcomes to keep improving. Our learning program content was the most viewed and widely used elective content for Edward Jones advisors and client team support members in 2023-24, with over 200,000 views. This is how we make a difference for our seven million North American clients.

Jan 2023 - Present

General Partner & Regional Leader

Edward Jones

Cary, North Carolina

In a dual role as regional manager and financial advisor, I support strategic direction, executive relations, branch operations, investment client service, and talent management. As the direct manager of two branch office administrators and the regional performance of ~60 branches across five metro communities, I foster an inclusive workplace culture and regularly advise senior leadership on DEI and human resources initiatives.

Oct 2020 - Dec 2022

Financial Advisor

Edward Jones

Cary Nc

I continue to build and sustain a wealth management practice with 250+ client households by individually assess their financial needs, income, expenses, assets, short- and long-term objectives, and risk tolerance.

Dec 2010 - Dec 2022

Financial Service Representative

Suntrust Banks

As the sole financial services representative in a branch with well over $25M AUC, I cultivated responsive customer relationships, supported sales and new business development, and assisted management in analysis and strategic initiatives.

Apr 2008 - Aug 2010
Team & coworkers

Colleagues at Edward Jones

Other employees you can reach at edwardjones.com. View company contacts for 44495 employees →

JB Justin Barker Justin Barker Colleague at Edward JonesGreater Fort Wayne, United States View → DP Debbie Pritchard Stuart Debbie Pritchard Stuart Colleague at Edward JonesCovington, Louisiana, United States View → GJ Gregory Jaeck, Cfa Gregory Jaeck, Cfa Colleague at Edward JonesSt Louis, Missouri, United States View → KB Kelly Burns Kelly Burns Colleague at Edward JonesLos Angeles Metropolitan Area, United States View → GH Greg Humphreys Greg Humphreys Colleague at Edward JonesEl Dorado, Arkansas, United States View → KL Kenny Locke Kenny Locke Colleague at Edward JonesGreater Phoenix Area, United States View → JA Jonah Anderson Jonah Anderson Colleague at Edward JonesTempe, Arizona, United States View → SD Samuel Dominguez Samuel Dominguez Colleague at Edward JonesScottsdale, Arizona, United States View → LB Linda B. Linda B. Colleague at Edward JonesUnited States View → KW Ken Weise Ken Weise Colleague at Edward JonesRohnert Park, California, United States View →
1 education record

Brad Mcrae Ii education

  • North Carolina Central University
    North Carolina Central University
    Marketing/Marketing Management, General
FAQ

Frequently asked questions about Brad Mcrae Ii

Quick answers generated from the profile data available on this page.

What company does Brad Mcrae Ii work for?

Brad Mcrae Ii works for Edward Jones.

What is Brad Mcrae Ii's role at Edward Jones?

Brad Mcrae Ii is listed as Principal- Financial Planning Capabilities at Edward Jones.

What is Brad Mcrae Ii's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Brad Mcrae Ii at Edward Jones.

Where is Brad Mcrae Ii based?

Brad Mcrae Ii is based in St Louis, Missouri, United States while working with Edward Jones.

What companies has Brad Mcrae Ii worked for?

Brad Mcrae Ii has worked for Edward Jones and Suntrust Banks.

Who are Brad Mcrae Ii's colleagues at Edward Jones?

Brad Mcrae Ii's colleagues at Edward Jones include Justin Barker, Debbie Pritchard Stuart, Gregory Jaeck, Cfa, Kelly Burns, and Greg Humphreys.

How can I contact Brad Mcrae Ii?

You can use AeroLeads to view verified contact signals for Brad Mcrae Ii at Edward Jones, including work email, phone, and LinkedIn data when available.

What schools did Brad Mcrae Ii attend?

Brad Mcrae Ii holds Bachelor Of Arts (Ba) In Business Administration, Marketing/Marketing Management, General from North Carolina Central University.

What skills is Brad Mcrae Ii known for?

Brad Mcrae Ii is listed with skills including Estate Consideration And Legacy Strategies, Portfolio Review, Strategic Planning, Asset Allocation, Financial Analysis, Portfolio Strategies, Life Insurance, and Wealth Stategies.

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